Demo
Credit Notes Demo
Money flowing back the other way. Each credit note is linked to the invoice it corrects, with the reason documented, so the accounts tell the same story twice.
Linked to the invoice
A credit note that isn’t tied to an invoice creates reconciliation issues later. Each credit note here points to the invoice it adjusts.
The reason is part of the record
Short rental adjustment, damage waiver refund, goodwill. Six months later, the why matters as much as the amount.
Draft, issued, applied
A credit note can be drafted before it’s issued, and issued before it’s applied—three distinct statuses, each clearly indicated.
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- Documents & E-Sign Demo
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